Filed: 7/15/2025ACC: 0001172661-25-002608
📋 What this filing means
SEVEN POST INVESTMENT OFFICE LP filed this quarterly 13F‑HR report disclosing 34 equity positions with a total reported market value of $265.45M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
34
Positions
$265.45M
Total AUM (reported)
3.25M
Total Shares
Allocation by class
REAL ESTATE ETF$73.51M27.7%
COM$60.54M22.8%
TR UNIT$44.40M16.7%
SH BEN INT$21.54M8.1%
TOTAL STK MKT$15.60M5.9%
VAN FTSE DEV MKT$13.42M5.1%
TT WRLD ST ETF$9.03M3.4%
Portfolio Concentration
Top 3$139.45M52.5%
4–10$83.77M31.6%
11–25$39.34M14.8%
Rest$2.90M1.1%
Top 3 weight
52.5%
Top 10 weight
84.1%
Voting Authority Distribution
Total shares with voting rights: 3.25M
Sole
Full voting authority
3.23M
shares
% of voting shares99.4%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
18.99K
shares
% of voting shares0.6%
Investment Discretion (by position count)
Sole34
Shared0
Other0
Dominant voting typeSole · 99.4% of voting shares
Institutional Holdings34
Rows:
VANGUARD INDEX FDS
SOLEShares825.35K
TypeSH
Market value$73.51M
27.69%
Sole
825.35K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares71.86K
TypeSH
Market value$44.40M
16.73%
Sole
71.86K
Shared
0.00
None
0.00
EQUITY RESIDENTIAL
SOLEShares319.19K
TypeSH
Market value$21.54M
8.12%
Sole
317.08K
Shared
0.00
None
2.11K
VANGUARD INDEX FDS
SOLEShares51.34K
TypeSH
Market value$15.60M
5.88%
Sole
35.35K
Shared
0.00
None
15.99K
PROLOGIS INC.
SOLEShares145.39K
TypeSH
Market value$15.28M
5.76%
Sole
145.39K
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares235.34K
TypeSH
Market value$13.42M
5.05%
Sole
235.34K
Shared
0.00
None
0.00
EQUITY LIFESTYLE PPTYS INC
SOLEShares191.73K
TypeSH
Market value$11.82M
4.45%
Sole
191.73K
Shared
0.00
None
0.00
ENTERPRISE PRODS PARTNERS L
SOLEShares302.13K
TypeSH
Market value$9.37M
3.53%
Sole
302.13K
Shared
0.00
None
0.00
AMERICOLD REALTY TRUST INC
SOLEShares555.87K
TypeSH
Market value$9.24M
3.48%
Sole
555.87K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares70.25K
TypeSH
Market value$9.03M
3.40%
Sole
70.25K
Shared
0.00
None
0.00
PUBLIC STORAGE OPER CO
SOLEShares29.52K
TypeSH
Market value$8.66M
3.26%
Sole
29.51K
Shared
0.00
None
12.00
WORLD GOLD TR
SOLEShares68.83K
TypeSH
Market value$4.51M
1.70%
Sole
68.83K
Shared
0.00
None
0.00
ISHARES SILVER TR
SOLEShares119.50K
TypeSH
Market value$3.92M
1.48%
Sole
119.50K
Shared
0.00
None
0.00
WILLIAMS COS INC
SOLEShares61.76K
TypeSH
Market value$3.88M
1.46%
Sole
61.76K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares64.36K
TypeSH
Market value$3.18M
1.20%
Sole
64.36K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares9.09K
TypeSH
Market value$2.77M
1.04%
Sole
9.09K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares4.95K
TypeSH
Market value$2.40M
0.91%
Sole
4.07K
Shared
0.00
None
883.00
ISHARES TR
SOLEShares3.86K
TypeSH
Market value$2.40M
0.90%
Sole
3.86K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares20.29K
TypeSH
Market value$1.81M
0.68%
Sole
20.29K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares20.51K
TypeSH
Market value$1.71M
0.64%
Sole
20.51K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares3.80K
TypeSH
Market value$1.08M
0.41%
Sole
3.80K
Shared
0.00
None
0.00
APPLE INC
SOLEShares4.95K
TypeSH
Market value$1.02M
0.38%
Sole
4.95K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares6.30K
TypeSH
Market value$688.3K
0.26%
Sole
6.30K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares7.83K
TypeSH
Market value$666.8K
0.25%
Sole
7.83K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares1.27K
TypeSH
Market value$634.2K
0.24%
Sole
1.27K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 825.35K | SH | $73.51M 27.69% | 825.35K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 71.86K | SH | $44.40M 16.73% | 71.86K | 0.00 | 0.00 |
EQUITY RESIDENTIALSOLE | SH BEN INT | 319.19K | SH | $21.54M 8.12% | 317.08K | 0.00 | 2.11K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 51.34K | SH | $15.60M 5.88% | 35.35K | 0.00 | 15.99K |
PROLOGIS INC.SOLE | COM | 145.39K | SH | $15.28M 5.76% | 145.39K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 235.34K | SH | $13.42M 5.05% | 235.34K | 0.00 | 0.00 |
EQUITY LIFESTYLE PPTYS INCSOLE | COM | 191.73K | SH | $11.82M 4.45% | 191.73K | 0.00 | 0.00 |
ENTERPRISE PRODS PARTNERS LSOLE | COM | 302.13K | SH | $9.37M 3.53% | 302.13K | 0.00 | 0.00 |
AMERICOLD REALTY TRUST INCSOLE | COM | 555.87K | SH | $9.24M 3.48% | 555.87K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 70.25K | SH | $9.03M 3.40% | 70.25K | 0.00 | 0.00 |
PUBLIC STORAGE OPER COSOLE | COM | 29.52K | SH | $8.66M 3.26% | 29.51K | 0.00 | 12.00 |
WORLD GOLD TRSOLE | SPDR GLD MINIS | 68.83K | SH | $4.51M 1.70% | 68.83K | 0.00 | 0.00 |
ISHARES SILVER TRSOLE | ISHARES | 119.50K | SH | $3.92M 1.48% | 119.50K | 0.00 | 0.00 |
WILLIAMS COS INCSOLE | COM | 61.76K | SH | $3.88M 1.46% | 61.76K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 64.36K | SH | $3.18M 1.20% | 64.36K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 100 ETF | 9.09K | SH | $2.77M 1.04% | 9.09K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 4.95K | SH | $2.40M 0.91% | 4.07K | 0.00 | 883.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 3.86K | SH | $2.40M 0.90% | 3.86K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EAFE ETF | 20.29K | SH | $1.81M 0.68% | 20.29K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 20.51K | SH | $1.71M 0.64% | 20.51K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 3.80K | SH | $1.08M 0.41% | 3.80K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 4.95K | SH | $1.02M 0.38% | 4.95K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 6.30K | SH | $688.3K 0.26% | 6.30K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000VAL | 7.83K | SH | $666.8K 0.25% | 7.83K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 1.27K | SH | $634.2K 0.24% | 1.27K | 0.00 | 0.00 |
Page 1 of 2